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Is China to blame for the collapse of the US aluminium smelting industry?
The sharp price decline in the LME aluminium price in late 2015 forced substantial output cuts in the US. Following the 1 Mt output cuts and subseq...
Is US’ steel bonanza in final countdown?
More than a year has passed since the coronavirus crisis took US’ steelmaking industry to one of its ugliest times in history. Back in April 2020, ...
It’s déjà vu as China experiences more aluminium smelting power shortages
After experiencing unprecedented power constraints and capacity suspensions in 2021, China is again plagued by power shortages. Since July, Sichuan...
Jamalco’s delayed restart to intensify Atlantic alumina deficit
A major fire at Jamalco’s powerhouse on 22 August, extensively damaged that section of the plant. The powerhouse produces power, compressed air and...
Metals and mining scope 3 targets: unearthing a pathway to a net zero supply chain (part 2)
In this two-part series of insights, we assess metals and mining companies' scope 3 emissions reduction progress. The first insight presented the s...
Nickel: Stock decline and production cuts - the key for higher prices
At the April meeting of the INSG, Sean Mulshaw discussed nickel oversupply, high stock levels and what this means for future nickel prices. Estimat...
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